SAP

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International Space Station's use of tabular AI and expanded partnerships demonstrate the art of the possible with SAP AI BERLIN, Oct. 27, 2026 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced a series of AI innovations at its annual SAP TechEd conference that expands its portfolio for developers. The enhancements to the Joule Studio and Joule Work solutions and SAP Business AI Platform, including the latest tabular foundation model from SAP, offer new tools to build and extend AI agents, a richer data and business context for those agents to reason with, and strengthened governance controls to run them responsibly across the enterprise.

The software apocalypse never came and the sector is enjoying a stellar recovery. But the winners and losers still need to be sorted.

SAP (NYSE:SAP) expects full-year 2026 cloud revenue and cloud and software revenue to reach the upper ends of its existing forecasts after quarterly revenue increased by 13% to €10.27 billion. The German enterprise software group's current cloud backlog, which measures contracted cloud business awaiting recognition as revenue, rose 28% to €24.1 billion in the three months to September, or 26% at constant currencies.

The business-software group is working on a metric to convey the impact of AI on its operations to appease investors wanting insight into the tech reshaping the industry.

SAP SE (SAP) Q3 2026 Earnings Call Transcript

SAP NYSE: SAP reported third-quarter 2026 results marked by double-digit cloud revenue and operating-profit growth, as the enterprise software company said demand for artificial intelligence capabilities, cloud migrations and its Business Data Cloud continued to support bookings.

Current cloud backlog of €24.1 billion, up 28% and up 26% at constant currencies Cloud revenue up 26% and up 25% at constant currencies Cloud ERP Suite revenue up 29% and up 28% at constant currencies Total revenue up 13% and up 12% at constant currencies IFRS operating profit up 18%, non-IFRS operating profit up 18%, both at nominal and constant currencies SAP updates its 2026 cloud revenue and cloud and software revenue outlook Christian Klein, CEO:Q3 was an outstanding quarter, with current cloud backlog up 26% at constant currencies. Our Autonomous Enterprise strategy is not just resonating, it is being adopted.

IBM promised delayed deals would close and software growth would accelerate in the second half, while SAP bet its surging cloud backlog on AI winning big contracts.

SAP SE fell roughly 50% from its 2025 peak on AI disruption fears and weaker cloud backlog growth, and even after the rebound it trades about 30% below the peak. Q2 was better than feared, with current cloud backlog up 26% and cloud revenue up 24%, but guidance depends on a Middle East de-escalation that hasn't really happened. SAP's AI plan looks serious, but as an old company with over 110,000 employees, execution is the main risk, and it isn't part of the AI build-out.